Managing your account balance in TradeZella is simple and straightforward.
You can set the initial balance after creating your account and make further adjustments through deposits and withdrawals as needed.
Adjusting Account Balance
You can adjust your account balance directly from the Add Trade page or the Account Setting page.
Visit the TradeZella Add Trade page here or by clicking the “Add Trade” button on the sidebar.
Click on the three dots (…) next to the account name.
Select “Edit Balance” from the dropdown.
Click “Add Adjustment.”
Choose Deposit or Withdrawal, enter the amount, add a description, and specify the date and time.
Click the green tick ✅ on the right side to save your adjustment.
Editing or Deleting Adjustments →
Edit an adjustment: Click the pencil icon ✏️ next to the adjustment.
Delete an adjustment: Click the trash can icon 🗑️ next to the adjustment.
💡 Pro Tip
You can also add a one-time fee or dividends to your balance.
For example, if you receive a $100 dividend, you can add it as a deposit, set the description as “Dividends,” and it will be reflected in your account balance reports.
By following these steps, you can effectively manage your account balances in TradeZella.
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!